AssetMark Inc
AZPN

AssetMark Inc’s Aspen Technology Inc AZPN Stock Holding History

AssetMark Inc’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29
Closed -$7.24K – 2789
2024
Q4 		$7.24K Buy
29
+11
+61% +$2.68K ﹤0.01% 1855
2024
Q3 		$4.3K Sell
18
-9
-33% -$1.89K ﹤0.01% 1754
2024
Q2 		$5.36K Sell
27
-9
-25% -$1.85K ﹤0.01% 1583
2024
Q1 		$7.68K Sell
36
-2,201
-98% -$434K ﹤0.01% 1415
2023
Q4 		$492K Buy
2,237
+204
+10% +$39.3K ﹤0.01% 792
2023
Q3 		$415K Buy
2,033
+266
+15% +$50.1K ﹤0.01% 787
2023
Q2 		$296K Buy
1,767
+73
+4% +$13.6K ﹤0.01% 790
2023
Q1 		$388K Sell
1,694
-79
-4% -$16.4K ﹤0.01% 746
2022
Q4 		$364K Buy
1,773
+164
+10% +$38.1K ﹤0.01% 743
2022
Q3 		$383K Buy
+1,609
New +$335K ﹤0.01% 693

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AssetMark Inc's AZPN Position: Q1 2025 in Review

AssetMark Inc sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 29 shares — an estimated $7.24K sold.

AssetMark Inc first reported a position in AZPN in Q3 2022 and held it in 10 quarters. The position peaked at $492K in Q4 2023. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • AssetMark Inc reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 29 Aspen Technology Inc shares in Q1 2025, an estimated $7.24K.
  • AssetMark Inc first reported a position in Aspen Technology Inc in Q3 2022 and held it in 10 quarters.
  • AssetMark Inc's Aspen Technology Inc position peaked at $492K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.